MGWM
ANSS

Marks Group Wealth Management’s Ansys ANSS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,920
Closed -$869K 277
2022
Q3
$869K Sell
3,920
-5,023
-56% -$1.11M 0.13% 163
2022
Q2
$2.14M Buy
8,943
+463
+5% +$111K 0.31% 101
2022
Q1
$2.69M Buy
8,480
+722
+9% +$229K 0.34% 96
2021
Q4
$3.11M Buy
7,758
+181
+2% +$72.5K 0.38% 95
2021
Q3
$2.56M Buy
7,577
+68
+0.9% +$23K 0.35% 104
2021
Q2
$2.59M Buy
7,509
+2,690
+56% +$926K 0.35% 106
2021
Q1
$1.61M Buy
4,819
+2,004
+71% +$668K 0.24% 113
2020
Q4
$1.02M Buy
2,815
+68
+2% +$24.7K 0.16% 140
2020
Q3
$899K Buy
2,747
+13
+0.5% +$4.25K 0.16% 139
2020
Q2
$800K Buy
+2,734
New +$800K 0.16% 135
2020
Q1
Sell
-1,003
Closed -$258K 225
2019
Q4
$258K Buy
+1,003
New +$258K 0.05% 213